Integrated Wealth Concepts’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Integrated Wealth Concepts’s Portfolio FTHI Stock Details FTHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.46M	Sell	144,902 -5,428	-4%	-$129K	0.02%	623
2026 Q1	$3.45M	Buy	150,330 +18,302	+14%	+$432K	0.03%	551
2025 Q4	$3.12M	Sell	132,028 -10,447	-7%	-$247K	0.04%	421
2025 Q3	$3.38M	Buy	142,475 +1,285	+0.9%	+$29.9K	0.03%	495
2025 Q2	$3.23M	Buy	141,190 +7,622	+6%	+$166K	0.03%	473
2025 Q1	$2.92M	Buy	133,568 +11,852	+10%	+$273K	0.03%	475
2024 Q4	$2.83M	Buy	121,716 +7,196	+6%	+$169K	0.03%	449
2024 Q3	$2.64M	Buy	114,520 +4,575	+4%	+$103K	0.03%	468
2024 Q2	$2.47M	Buy	109,945 +4,994	+5%	+$111K	0.03%	446
2024 Q1	$2.36M	Buy	104,951 +1,288	+1%	+$28.3K	0.03%	468
2023 Q4	$2.21M	Sell	103,663 -3,871	-4%	-$80.4K	0.04%	442
2023 Q3	$2.19M	Buy	107,534 +8,053	+8%	+$169K	0.04%	424
2023 Q2	$2.09M	Buy	99,481 +6,617	+7%	+$136K	0.04%	442
2023 Q1	$1.87M	Buy	92,864 +54,560	+142%	+$1.09M	0.04%	439
2022 Q4	$740K	Buy	+38,304	New	+$746K	0.02%	546

Other funds holding FTHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $258M AUM 16.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Integrated Wealth Concepts's FTHI Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) stake by 3.6% in Q2 2026, selling an estimated $129K and leaving 144,902 shares worth $3.46M. The position accounts for 0.02% of the portfolio, ranked #623.

Integrated Wealth Concepts first reported a position in FTHI in Q4 2022 and has held it in 15 quarters since. 225 funds tracked by Wall St. Rank hold FTHI as of Q2 2026.

Integrated Wealth Concepts held 144,902 shares of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF worth $3.46M as of Q2 2026.
Integrated Wealth Concepts sold 5,428 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q2 2026, an estimated $129K.
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #623 holding.
Integrated Wealth Concepts first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q4 2022 and has held it in 15 quarters since.
225 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.